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JVMRX vs JVMSX
JVMRX vs JVMSX Comparison
Open Charts JVMRX vs JVMSX
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
JHancock Disciplined Value Mid Cap R2
Price$27.10
Change-$0.60 (-2.17%)
VolumeN/A
Net Assets21.79B
JVMRX vs JVMSX Comparison Chart
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JVMRX vs. JVMSX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMRX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX (21.8B) and JVMSX (21.8B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMSX: JVMRX (0.96) vs JVMSX (0.46). JVMRX was incepted earlier than JVMSX: JVMRX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMRX (0.76). JVMRX (47.00) and JVMSX (47.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMRX: JVMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.12 vs. JVMSX (-4.65). JVMRX (62.66) and JVMSX (59.83) have equivalent 5 years return.
| JVMRX | JVMSX | JVMRX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.26 | 60% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 3.526 | 3.320 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 21.8B | 100% |
| Annual Yield % from dividends | 0.96 | 0.46 | 210% |
| Returns for 1 year | -4.12 | -4.65 | 89% |
| Returns for 3 years | 13.26 | 12.07 | 110% |
| Returns for 5 years | 62.66 | 59.83 | 105% |
| Returns for 10 years | 37.64 | 33.35 | 113% |
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